We are live on ! Find out more
Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,413
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$125M
3
+$123M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$118M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$117M

Top Sells

1
+$298M
2
+$146M
3
+$118M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$109M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$82.5M

Sector Composition

1 Technology 5.27%
2 Healthcare 4.77%
3 Financials 4.17%
4 Industrials 2.78%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$14K ﹤0.01%
630
-173
2602
$14K ﹤0.01%
335
+129
2603
$14K ﹤0.01%
1,121
2604
$14K ﹤0.01%
408
+62
2605
$14K ﹤0.01%
224
+33
2606
$14K ﹤0.01%
364
+5
2607
$14K ﹤0.01%
177
-17
2608
$14K ﹤0.01%
335
2609
$14K ﹤0.01%
1,455
+519
2610
$14K ﹤0.01%
1,266
+74
2611
$14K ﹤0.01%
348
+12
2612
$14K ﹤0.01%
1,021
-1,500
2613
$14K ﹤0.01%
677
+244
2614
$14K ﹤0.01%
431
+400
2615
$14K ﹤0.01%
314
+9
2616
$14K ﹤0.01%
1,220
2617
$14K ﹤0.01%
155
-89
2618
$14K ﹤0.01%
172
+100
2619
$14K ﹤0.01%
186
-78
2620
$14K ﹤0.01%
1,369
-624
2621
$14K ﹤0.01%
266
+3
2622
$14K ﹤0.01%
311
+100
2623
$14K ﹤0.01%
688
+358
2624
$14K ﹤0.01%
391
-221
2625
$14K ﹤0.01%
993
+101
103 104
105
106 107